Purchases and Sales Made in Q2 2022 in Ishares Core S&P Sm Cap ETF (IJR)
This table provides information about the institutional ownership of Ishares Core S&P Sm Cap ETF (IJR) during Q2 2022. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P SM CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2022
Q2 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
28+ 0.44% |
$2.49K - $3.05K
|
6.41K
$801K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
28+ 0.25% |
$2.49K - $3.05K
|
11.3K
$1.42M
|
|
|
Aug 05, 2022
Q2 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
28+ 0.73% |
$2.49K - $3.05K
|
3.88K
$485K
|
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
BUY
|
- |
26+ 0.49% |
$2.31K - $2.83K
|
5.34K
$667K
|
|
|
Aug 12, 2022
Q2 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
25+ 0.7% |
$2.23K - $2.73K
|
3.57K
$446K
|
|
|
Aug 10, 2022
Q2 2022
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
25+ 0.98% |
$2.23K - $2.73K
|
2.58K
$322K
|
|
|
Aug 15, 2022
Q2 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
24+ 0.1% |
$2.14K - $2.62K
|
24K
$2.99M
|
|
|
Jul 26, 2022
Q2 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
23+ 0.65% |
$2.05K - $2.51K
|
3.54K
$443K
|
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
22+ 0.01% |
$1.96K - $2.4K
|
165K
$20.6M
|
|
|
Jul 13, 2022
Q2 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
21+ 0.32% |
$1.87K - $2.29K
|
6.58K
$821K
|
|
|
Jul 15, 2022
Q2 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
21+ 0.49% |
$1.87K - $2.29K
|
4.33K
$541K
|
|
|
Aug 11, 2022
Q2 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
21New |
$1.87K - $2.29K
|
21
$2.62K
|
|
|
Aug 12, 2022
Q2 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
21+ 0.21% |
$1.87K - $2.29K
|
9.97K
$1.24M
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
20+ 1.06% |
$1.78K - $2.18K
|
1.91K
$238K
|
|
|
Jul 15, 2022
Q2 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
20+ 0.42% |
$1.78K - $2.18K
|
4.75K
$593K
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
20+ 0.21% |
$1.78K - $2.18K
|
9.37K
$1.17M
|
|
|
Jul 15, 2022
Q2 2022
|
Nova R Wealth, Inc.
|
BUY
|
- |
19+ 0.25% |
$1.69K - $2.07K
|
7.67K
$957K
|
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
19+ 0.82% |
$1.69K - $2.07K
|
2.35K
$293K
|
|
|
Jul 20, 2022
Q2 2022
|
Mcrae Capital Management Inc
|
BUY
|
- |
18+ 0.3% |
$1.6K - $1.96K
|
6.07K
$758K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
18+ 1.62% |
$1.6K - $1.96K
|
1.13K
$141K
|
|
|
Aug 04, 2022
Q2 2022
|
Cypress Capital, LLC
|
BUY
|
- |
17+ 0.12% |
$1.51K - $1.85K
|
14.3K
$1.78M
|
|
|
Aug 11, 2022
Q2 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
16+ 0.02% |
$1.42K - $1.74K
|
79K
$9.87M
|
|
|
Aug 15, 2022
Q2 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
16+ 0.07% |
$1.42K - $1.74K
|
22.3K
$2.79M
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
15+ 0.6% |
$1.34K - $1.64K
|
2.52K
$315K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
14+ 0.57% |
$1.25K - $1.53K
|
2.45K
$306K
|
|
|
Jul 20, 2022
Q2 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
14New |
$1.25K - $1.53K
|
14
$1.75K
|
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
13+ 0.06% |
$1.16K - $1.42K
|
22.5K
$2.81M
|
|
|
Aug 02, 2022
Q2 2022
|
Patten & Patten Inc
|
BUY
|
- |
13+ 0.55% |
$1.16K - $1.42K
|
2.38K
$297K
|
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
12+ 0.43% |
$1.07K - $1.31K
|
2.81K
$351K
|
|
|
Jul 11, 2022
Q2 2022
|
Fusion Family Wealth LLC
|
BUY
|
- |
11+ 0.03% |
$979 - $1.2K
|
34.4K
$4.29M
|
|
|
Aug 05, 2022
Q2 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
11+ 0.36% |
$979 - $1.2K
|
3.09K
$386K
|
|
|
Aug 10, 2022
Q2 2022
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
11+ 0.15% |
$979 - $1.2K
|
7.25K
$905K
|
|
|
Aug 12, 2022
Q2 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
11+ 0.29% |
$979 - $1.2K
|
3.85K
$481K
|
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
10+ 0.4% |
$890 - $1.09K
|
2.52K
$314K
|
|
|
Jul 27, 2022
Q2 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
10+ 0.29% |
$890 - $1.09K
|
3.51K
$438K
|
|
|
Jun 28, 2024
Q2 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
10+ 0.15% |
$890 - $1.09K
|
6.85K
$855K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
9+ 1.61% |
$801 - $981
|
567
$70.8K
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
9+ 0.06% |
$801 - $981
|
14.5K
$1.81M
|
|
|
Jul 27, 2022
Q2 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
9+ 0.2% |
$801 - $981
|
4.51K
$563K
|
|
|
Jul 29, 2022
Q2 2022
|
Garner Asset Management Corp
|
BUY
|
- |
9+ 0.21% |
$801 - $981
|
4.3K
$537K
|
|
|
Aug 15, 2022
Q2 2022
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
9+ 0.04% |
$801 - $981
|
25.3K
$3.16M
|
|
|
Aug 10, 2022
Q2 2022
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
9+ 0.21% |
$801 - $981
|
4.32K
$540K
|
|
|
Aug 12, 2022
Q2 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
9+ 0.07% |
$801 - $981
|
12.5K
$1.56M
|
|
|
Jul 13, 2022
Q2 2022
|
Inlet Private Wealth, LLC
|
BUY
|
- |
8+ 0.29% |
$712 - $872
|
2.75K
$343K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
8+ 0.07% |
$712 - $872
|
11.9K
$1.49M
|
|
|
Jul 14, 2022
Q2 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
8+ 0.02% |
$712 - $872
|
33K
$4.12M
|
|
|
Aug 04, 2022
Q2 2022
|
Aaf Wealth Management, LLC
|
BUY
|
- |
8+ 0.02% |
$712 - $872
|
52.5K
$6.56M
|
|
|
Aug 15, 2022
Q2 2022
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.33% |
$712 - $872
|
2.43K
$303K
|
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
BUY
|
- |
8+ 0.97% |
$712 - $872
|
837
$105K
|
|
|
Jul 15, 2022
Q2 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
7+ 0.31% |
$623 - $763
|
2.28K
$285K
|